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Technology Stocks : Aware, Inc. - Hot or cold IPO? -- Ignore unavailable to you. Want to Upgrade?

To: Jess Beltz who wrote (8236)	3/22/2000 10:56:00 PM
From: KHS	Respond to of 9236

Yes, we are making a significant bet with AWRE. Maybe even money we trade in this range for years. But we have great upside if they have a stronghold on DSL IP. For the life of me I can't see what GSPN and VRTA have in the IP area that drive their market values. We have brokerage houses covering them both. I heard the CC last quarter. These same analyst were asking Q's prompted by confusion and trends of DSL. I am sure robertson asked these hard Q's last month at the conference and got very little from AWRE management. IMO, that's why we did not hear a peep of Roberston's analyst. Remember, the analyst take less risks than you and I. I don't blame AWRE management one bit for keeping the lid on Intel's plans. The CEO has been positive, but these "afraid" analyst won't budge. Old line thinking. Would like AWRE to drop an ad or two doing the BASF thing. Why not spend $1M on awareness.

To: Jess Beltz who wrote (8236)	3/23/2000 8:52:00 AM
From: johnlea	Read Replies (1) \| Respond to of 9236

here's another spin on this that probably won't be the favorite of anyone. is it possible that in this incredibly aggressive market awre is appropriately (but still aggressively) priced and that it is vrta and gspn that are levitating in a unnatural way that almost certainly will end in the inevitable free fall? i know this does not help the traders and short term investors, but for those of us longtermers, awre is the ONLY viable stock of the three. at any given time on any given stock, the market can be irrational, but over time. . . . over time, awre's stock will move forward. i don't have the same belief of vrta and gspn (it is only my belief), and that is why i am not an owner of either of those stocks).